Box Q2 Revenue Rises on AI Adoption
(NYSE:BOX) reported second quarter fiscal 2026 results on August 26, 2025, exceeding prior guidance with revenue of $294 million (up 9% year over year) (non-GAAP), operating margin of 28.6%, and earnings per share (EPS) of $0.33. Notably, remaining performance obligations (RPO) grew 16% year-over-year to $1.5 billion, supported by accelerating enterprise adoption of Box AI and Enterprise Advanced, as well as significant product expansion and an updated fiscal 2026 guidance. The analysis below details Box’s AI-driven platform strategy, growing monetization from tiered offerings, and how Suite adoption and higher price per seat drove improvements in net retention rate and revenue, each with significant consequences for long-term investors. For reference, fiscal 2026 for Box ends January 31, 2026.
Box’s AI-centric roadmap, featuring interoperable integration with leading large language models and agentic automation for unstructured data, underpinned a year-over-year expansion in short-term RPO (up 12% year over year) (non-GAAP) and nearly doubled sequential Enterprise Advanced deal volume. Management highlighted broad-based adoption across regulated industries via high-value AI workflow solutions such as metadata extraction, automated compliance, and custom agent creation.
Box’s fast-cycle AI integrations and cross-platform partnerships build a competitive advantage as enterprise customers seek secure, extensible content management in the fragmented generative AI ecosystem.
Source Fool.com
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